FLEMING FINANCIAL SERVICES

FLEMING FINANCIAL SERVICES of MESA, AZ is an SEC-registered investment adviser (CRD 145717). Regulatory assets under management: $58.0M.

Registration

• CRD: 145717
• Type: Registered investment adviser
• Location: 4702 E. SOUTHERN AV, MESA, AZ, 85206
• Phone: 480-632-8770
• Latest filing: 2026-02-11
• Regulatory AUM: $58.0M
• Discretionary AUM: $50.0M
• Non-discretionary AUM: $8.0M
• Clients: 8
• Accounts: 735

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Corporations, State/municipal.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search